Users and roles

Check permissions before inviting or changing a role

The invitation form describes the selected role. Reception prepares and assigns drafts; a colleague with sending permission sends them. Billing works with financial documents and has no medical-handover access. When changing an existing role, review old and new access in the confirmation. Selecting a role alone changes no access; required recent authentication still applies.

Available roles

• Owner — ownership, organization settings and sensitive actions.
• Administrator — daily administration and team management.
• Clinician — clinical handovers and review.
• Reception — operational creation and tracking.
• Billing — plans, invoices and payments.
• Compliance — security, access and records.
• Read-only — viewing without management.

Least necessary access

Do not assign Owner or Administrator merely for convenience. Role changes are sensitive and may require recent identity confirmation.

Members, roles and invitations